HVAC software for small residential teams
Tasks for this profile
Small residential shop: 2–10 techs, 1–2 office staff, service + replacements
- Price checked
- Last tested
- Last edited
- T-01: From signup to the first job scheduled, including importing the 25 customers from CSV
- T-02: Import the 30-item price book from CSV, including options
- T-03: Commercial customer with 3 locations and a separate payer (Cedar Lane)
- T-04: Equipment history: see every visit for one rooftop unit
- T-05: 3-option quote (AC replacement); the customer approves one option online
- T-06: Quote → job → invoice; the tech adds a part in the field
- T-07: Schedule 8 jobs across 3 techs; an emergency call bumps one
- T-08: Multi-stage replacement over 3 visits
- T-09: On a phone: open the job, see equipment history, add photos, notes and a checklist, capture a signature; repeat offline
- T-10: Take a payment (test mode) or send a payment link
- T-11: Maintenance plan with 2 visits a year and recurring billing
- T-12: Job costing for the multi-stage job
- T-13: QuickBooks Online sync of an invoice and a payment (sandbox)
- T-14: Export and leave: customers, jobs, invoices, attachments; check the phone-number port-out policy
- T-15: Support: 2 standard questions via chat or email
- T-16: Real cost for 1, 3 and 8 techs, including every add-on needed to pass T-01 to T-15
Costs for the selected team
Grow · flat · billed monthly · US / USD
Recorded prices in the tested plan’s family, selected by user capacity. Other user tiers are not separate protocol tests.
1 technician
Grow · 1 included user
Renewal
- Monthly equivalent
- $199.00
- Annual equivalent
- $2,388.00
Recurring-rate equivalents, not an introductory-year estimate. Billing and conditions remain separate for each charge below.
Recorded limits for Grow
- team-size: 1 people included in this pricing tier
Plan: Grow
Renewal: $199.00 / month.
Monthly billing, 1 user tier as shown on the public pricing page. Sales tax excluded.
Source (public) · Observed
3 technicians
Grow (2-5 people) · 5 included users
Renewal
- Monthly equivalent
- $299.00
- Annual equivalent
- $3,588.00
Recurring-rate equivalents, not an introductory-year estimate. Billing and conditions remain separate for each charge below.
Recorded limits for Grow (2-5 people)
- team-size: 5 people included in this pricing tier
Plan: Grow (2-5 people)
Renewal: $299.00 / month.
Monthly billing, 2-5 user tier as shown on the public pricing page. Sales tax excluded.
Source (public) · Observed
8 technicians
Grow (6-10 people) · 10 included users
Renewal
- Monthly equivalent
- $399.00
- Annual equivalent
- $4,788.00
Recurring-rate equivalents, not an introductory-year estimate. Billing and conditions remain separate for each charge below.
Recorded limits for Grow (6-10 people)
- team-size: 10 people included in this pricing tier
Plan: Grow (6-10 people)
Renewal: $399.00 / month.
Monthly billing, 6-10 user tier as shown on the public pricing page. Sales tax excluded.
Source (public) · Observed
Available add-ons
- Marketing Suite · flat · Optional add-on listed at $99/month on the pricing page (28 Sep 2026); not needed for T-01 to T-15.
- Receptionist · flat · Optional add-on listed at $29/month on the pricing page (28 Sep 2026); not needed for T-01 to T-15.
- Pipeline · flat · Optional add-on listed at $49/month on the pricing page (28 Sep 2026); not needed for T-01 to T-15.
Premium Plus · flat · billed monthly · US / USD
Recorded prices in the tested plan’s family, selected by user capacity. Other user tiers are not separate protocol tests.